| S道富SPYM |
| 8.53% | 6.21% | $807.7万 | 9.2万股 | $541.9万 | 7.1万股 | +2.1万股+29.81% | 加仓 |
| AAIM ETF PRODUCTS TRUSTMAYW |
| 6.68% | — | $632.4万 | 18.2万股 | $0 | 0股 | +18.2万股 | 新买入 |
| AAIM ETF PRODUCTS TRUSTJUNW |
| 4.89% | — | $463.3万 | 13.5万股 | $0 | 0股 | +13.5万股 | 新买入 |
| EELEVATION SERIES TRUSTONEZ |
| 4.6% | 1.58% | $435.2万 | 15.8万股 | $137.9万 | 5.5万股 | +10.3万股+186.28% | 加仓 |
| V先锋领航指数基金VUG |
| 4.31% | 4.08% | $408.3万 | 4.7万股 | $355.4万 | 8,137股 | +3.9万股+482.54% | 加仓 |
| AAIM ETF PRODUCTS TRUSTSIXD |
| 3.53% | — | $334.5万 | 10.8万股 | $0 | 0股 | +10.8万股 | 新买入 |
| PPIMCO太平洋投资管理ETFBILZ |
| 3.03% | 1.18% | $286.8万 | 2.8万股 | $103.1万 | 1.0万股 | +1.8万股+178.37% | 加仓 |
| B贝莱德ETF信托DYNF |
| 2.61% | 2.46% | $246.7万 | 3.6万股 | $214.9万 | 3.7万股 | -663股-1.79% | 减仓 |
| V先锋领航指数基金VTV |
| 2.46% | 2.6% | $233.0万 | 1.1万股 | $226.8万 | 1.2万股 | -871股-7.53% | 减仓 |
 苹果AAPL |
| 2.41% | 2.34% | $227.9万 | 7,874股 | $204.2万 | 8,044股 | -170股-2.11% | 减仓 |
| B贝莱德ETF信托CORO |
| 2.4% | 2.3% | $227.0万 | 6.2万股 | $200.1万 | 6.2万股 | -229股-0.37% | 减仓 |
| AALLIANZIM U.S. EQUITY BUFFER20 JAN ETFJANW |
| 2.37% | 2.21% | $224.8万 | 5.8万股 | $192.8万 | 5.3万股 | +5,282股+9.99% | 加仓 |
| IiShares安硕信托IVW |
| 2.22% | 2.25% | $209.7万 | 1.5万股 | $196.2万 | 1.7万股 | -2,093股-12.07% | 减仓 |
| FFIRST TR EXCHNG TRADED FD VIII FT VEST US EQTEDOW |
| 2.13% | — | $201.8万 | 4.7万股 | $0 | 0股 | +4.7万股 | 新买入 |
| AAIM ETF PRODUCTS TRUSTNVBW |
| 2.05% | — | $194.0万 | 5.5万股 | $0 | 0股 | +5.5万股 | 新买入 |
| AALLIANZIM U.S. EQUITY BUFFER20 DEC ETFDECW |
| 1.87% | 1.73% | $177.1万 | 5.0万股 | $151.2万 | 4.5万股 | +4,429股+9.79% | 加仓 |
| IiShares安硕·S&PIVE |
| 1.63% | 2.12% | $154.6万 | 6,809股 | $184.9万 | 8,757股 | -1,948股-22.25% | 减仓 |
 英伟达NVDA |
| 1.6% | 1.57% | $151.0万 | 7,548股 | $136.8万 | 7,843股 | -295股-3.76% | 减仓 |
| AAIM ETF PRODUCTS TRUSTMAYT |
| 1.46% | — | $138.0万 | 3.5万股 | $0 | 0股 | +3.5万股 | 新买入 |
 KONINKLIJKE PHILIPS N V NY REGIS SHS NEWPHG |
| 1.45% | — | $137.3万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
| SSIMPLIFY EXCHANGE TRADED FUNTUA |
| 1.38% | 1.41% | $130.3万 | 6.4万股 | $122.9万 | 5.8万股 | +5,558股+9.54% | 加仓 |
| B贝莱德ETF信托BAI |
| 1.16% | 1.03% | $109.8万 | 2.1万股 | $90.2万 | 2.7万股 | -6,539股-23.89% | 减仓 |
| IInnovator ETF信托ZMAY |
| 1.12% | — | $105.8万 | 4.1万股 | $0 | 0股 | +4.1万股 | 新买入 |
| B贝莱德ETF信托IALT |
| 0.99% | — | $93.5万 | 3.3万股 | $0 | 0股 | +3.3万股 | 新买入 |
| EELEVATION SERIES TRUSTPAYM |
| 0.98% | 0.78% | $92.6万 | 3.7万股 | $67.9万 | 3.1万股 | +5,936股+19.18% | 加仓 |
| EELEVATION SERIES TRUSTQBER |
| 0.96% | 0.76% | $91.2万 | 3.8万股 | $66.5万 | 2.8万股 | +1.1万股+39.08% | 加仓 |
| IiShares安硕·S&PIUSG |
| 0.96% | 0.86% | $91.0万 | 4,836股 | $75.0万 | 4,837股 | -1股-0.02% | 减仓 |
 PROGRESSIVEPGR |
| 0.94% | 0.93% | $89.4万 | 4,094股 | $81.2万 | 4,094股 | 00.00% | 持仓不变 |
| EELEVATION SERIES TRUSTSEPZ |
| 0.94% | 1.08% | $89.2万 | 2.0万股 | $94.0万 | 2.3万股 | -3,504股-15.14% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.89% | 0.9% | $84.4万 | 1.2万股 | $78.5万 | 1.2万股 | -413股-3.37% | 减仓 |
 微软MSFT |
| 0.86% | 0.97% | $81.8万 | 2,193股 | $84.5万 | 2,282股 | -89股-3.90% | 减仓 |
| IINNOVATOR DEFINED WEALTH SHLD ETFBALT |
| 0.86% | 0.83% | $81.7万 | 2.4万股 | $72.4万 | 2.2万股 | +2,201股+10.17% | 加仓 |
| IiShares安硕IEMG |
| 0.86% | 1.21% | $81.3万 | 9,813股 | $105.6万 | 1.5万股 | -5,329股-35.19% | 减仓 |
 谷歌AGOOGL |
| 0.82% | 0.73% | $77.9万 | 2,180股 | $63.3万 | 2,200股 | -20股-0.91% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 0.8% | 1.86% | $76.0万 | 3,462股 | $162.2万 | 8,457股 | -4,995股-59.06% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 0.79% | 0.85% | $74.4万 | 1.3万股 | $74.4万 | 1.3万股 | +52股+0.40% | 加仓 |
 亚马逊AMZN |
| 0.78% | 0.77% | $73.9万 | 3,102股 | $67.0万 | 3,216股 | -114股-3.54% | 减仓 |
| V先锋领航指数基金VOO |
| 0.78% | 0.84% | $73.8万 | 1,074股 | $73.0万 | 1,221股 | -147股-12.04% | 减仓 |
| V先锋领航指数基金VB |
| 0.74% | 0.77% | $70.2万 | 2,316股 | $67.4万 | 2,574股 | -258股-10.02% | 减仓 |
| IiShares安硕信托GJS |
| 0.72% | 0.7% | $68.6万 | 3.0万股 | $61.0万 | 2.7万股 | +3,490股+13.11% | 加仓 |
| B贝莱德ETF信托THRO |
| 0.69% | 0.84% | $65.5万 | 1.5万股 | $73.0万 | 2.0万股 | -4,943股-24.54% | 减仓 |
| GGlobal X基金SHLD |
| 0.66% | 0.7% | $62.4万 | 1.0万股 | $60.7万 | 8,563股 | +1,895股+22.13% | 加仓 |
| B贝莱德·ETF TRUST IIGGOV |
| 0.63% | — | $59.4万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
| B贝莱德ETF信托BLCR |
| 0.61% | 0.54% | $57.4万 | 1.1万股 | $46.8万 | 1.1万股 | +1股+0.01% | 加仓 |
 iShares安硕·MBSACGL |
| 0.6% | 0.6% | $56.5万 | 5,973股 | $52.1万 | 5,486股 | +487股+8.88% | 加仓 |
| AAIM ETF PRODUCTS TRUSTAIOO |
| 0.59% | 0.69% | $56.2万 | 2.1万股 | $60.5万 | 2.4万股 | -2,160股-9.18% | 减仓 |
 博通AVGO |
| 0.59% | 0.52% | $55.8万 | 1,476股 | $45.5万 | 1,470股 | +6股+0.41% | 加仓 |
| G通用动力VTI |
| 0.58% | 0.54% | $54.6万 | 1,476股 | $47.3万 | 1,475股 | +1股+0.07% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.56% | 0.6% | $53.4万 | 6,249股 | $52.2万 | 6,765股 | -516股-7.63% | 减仓 |
 ROYAL CARIBBEANRCL |
| 0.53% | 0.5% | $50.6万 | 1,592股 | $43.8万 | 1,592股 | 00.00% | 持仓不变 |
